Managing Director

CFGI

Managing Director leading finance and accounting advisory services for various industries. Collaborating with executives and driving client success at CFGI in Tampa, FL.

Posted 4/24/2026full-timeTampa • Florida • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Managing Director – Finance & Accounting Advisory at CFGI, serving as key leaders in the organization, working with C-level executives at Fortune 500, mid-cap, and start-up companies.
Taking ownership of client relationships, driving engagement success, and playing a pivotal role in the firm’s business development and growth strategies.
Lead and oversee all aspects of client engagements, ensuring timely and high-quality deliverables.
Guide clients in preparing financial statements and regulatory filings in compliance with SEC and GAAP requirements.
Drive business development initiatives by identifying new client opportunities and maintaining strong industry relationships.
Develop and enhance training programs, providing guidance on new accounting standards and best practices.
Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

Requirements

What you’ll need

Bachelor's Degree in Accounting, Finance, Business Administration, or Commerce (Master’s preferred).
14+ years of experience in accounting, finance, or consulting, including tenure at a Big 4 accounting firm.
Deep expertise in U.S. GAAP, SEC reporting, and financial transactions.
Proven ability to own and drive client relationships at the executive level.
Strong ability to solve complex accounting issues and communicate solutions clearly.
Track record of leading large-scale engagements and managing high-performing teams.
Experience generating new business and expanding client relationships.
Active participation in industry networks, business development, and thought leadership initiatives.
Committed to developing the next generation of accounting leaders.
Demonstrates high ethical standards and a passion for excellence.

Benefits

Comp & perks

Lead high-impact engagements across various industries and complex accounting topics.
Act as a strategic advisor to clients, providing expertise in technical accounting, transaction support, and regulatory reporting.
Build and manage long-term client relationships and expand CFGI’s market presence.
Drive firm initiatives, contribute to thought leadership, and mentor high-performing teams.
Strategic Client Leadership: Serve as a subject matter expert in multiple accounting areas, advising clients on complex financial transactions, including IPOs, M&A, divestitures, and capital markets activities.
Engagement Ownership: Lead and oversee all aspects of client engagements, from scoping to execution, ensuring timely and high-quality deliverables.
Regulatory & Financial Reporting Expertise: Guide clients in preparing financial statements and regulatory filings (e.g., 10-Ks, 10-Qs, S-1s, and S-4s) in compliance with SEC and GAAP requirements.
Firm Growth & Business Development: Drive business development initiatives by identifying new client opportunities, maintaining strong industry relationships, and actively participating in firm-wide growth strategies.
Operational & Technical Excellence: Develop and enhance the firm’s training programs, providing guidance on new accounting standards and best practices.
People & Culture Leadership: Mentor and develop professionals at all levels, fostering a culture of integrity, collaboration, and professional growth.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

U.S. GAAPSEC reportingfinancial statementsregulatory filingsfinancial transactionsaccounting standardsbusiness developmentclient engagementconsultingaccounting

Soft Skills

leadershipcommunicationproblem-solvingmentoringcollaborationintegrityprofessional growthrelationship managementstrategic thinkingethical standards

Certifications

Bachelor's DegreeMaster's Degree (preferred)